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Why Blue Whale’s Stephen Yiu is swapping out Microsoft & AI splurgers for tech infrastructure
Stephen Yiu is increasingly bearish on big tech companies spending a lot of money to win the AI race, preferring instead to buy into technology infrastructure stocks that are on the receiving end of this wave of cash. This view has been reflected in recent changes to the portfolio of the star investor’s Blue Whale
Stephen Yiu, founder of Blue Whale Capital gives his thoughts on autonomy, market timing and investment strategies
I would say it’s a universal truth that there are two things you need to be a successful investor. Time and Money. I say you need money because this Instagram generation is in danger of thinking they can trade Forex for a living, when in actual fact they can’t. There is no way the constant
Peter Hargreaves, Chairman of Blue Whale Capital on investment strategies and the importance of investing in the next generation of fund managers
What do you do when you’ve stepped away from a FTSE 100 listed investment firm valued at around £9 billion you set up and have run for nearly four decades? Evidently, you set up another one. That’s what Peter Hargreaves the co-founder of Hargreaves Lansdown has done with Blue Whale Capital. Sometimes doing these interviews
